Samsara, Inc. Class A (IOT)

Over the past six months, Samsara's stock price has experienced fluctuations, declining by 20.06% between March 31, 2025, and March 30, 2026. The stock's 52-week range has been between $23.38 and $48.41. In Q4 CY2025, Samsara reported revenue of $444.3 million, exceeding estimates by 5.2%, and a non-GAAP profit of $0.18 per share, 40.9% above consensus, leading to a 14.2% stock jump. The company also provided optimistic guidance for the next quarter's revenue and adjusted EPS for fiscal year 2027.

Samsara operates primarily on a subscription-based business model, with approximately 98% of its revenue derived from multi-year subscriptions, suggesting a lower susceptibility to significant seasonal fluctuations in demand. The company's ARR has shown consistent growth, averaging 29.8% year-on-year increases over the last four quarters, indicating sustained customer commitment. Samsara's diversified customer base and the broader trend of digitization within industrial operations also help mitigate potential seasonal impacts.

Samsara Inc. is an American IoT company specializing in telematics software for physical operations, operating within the Technology sector, specifically in the Software - Infrastructure industry. Its core offering is the Connected Operations Cloud platform, which aggregates data from IoT devices and connected assets, featuring embedded capabilities for AI, workflows, analytics, alerts, API connections, and data security. Major products include video-based safety, fleet telematics, equipment management, workforce management, site visibility, and asset tags. Samsara serves diverse industries, including transportation, construction, energy, utilities, public sector, retail, wholesale trade, field services, logistics, manufacturing, healthcare, and education.

Samsara operates across North America and Europe. The company has expanded its international presence with offices in Amsterdam, Mexico City, Paris, Munich, and Poland. The United States accounts for a majority of its revenue.

Samsara has maintained a strong brand reputation over the past year, being recognized as one of Glassdoor's Best Places to Work in 2023 and among the Best-Led Companies in 2024. In 2026, Samsara was named the No. 1 Supply Chain & Logistics Software in G2's Best Software Awards. Events positively affecting its reputation include its focus on AI innovation, new AI coaching features, strong financial performance for fiscal year 2026, customer success and impact, and expansion in retail. There is no readily available information indicating negative events that have significantly affected Samsara's brand reputation in the past year.

Samsara Inc. has significant institutional ownership, with 555 institutional owners and shareholders holding 330,562,924 shares, representing approximately 49% to 54% of the company's shares. Key institutional investors include Baillie Gifford & Co, Vanguard Group Inc, and BlackRock, Inc. Individual insiders, including co-founders Sanjit Biswas (CEO) and John Bicket (CTO), hold substantial stakes, with each owning 18% of common stock and controlling 60% of the voting power through Class B shares. The general public owns about 5.17% to 14% of the shares.